Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 2032 of 2032

5 VOTE

Schedule appointments for prospective clients

Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.

Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

4 VOTE

Add copy from last session in group notes

When I'm completing a group note, allow me to copy the group note from the previous session.

Guest almost 3 years ago in Notes & Cases 0 Future consideration

2 VOTE

Indicate if appointment is a makeup session

Allow me to indicate if an appointment is a makeup session to help us know that clients are making up for canceled or missed appointments.

Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

6 VOTE

Delete service types

Allow me to delete service types that I made in error and that have never been used on appointments or invoices.

Guest over 4 years ago in Practice Management & Administration 0 Future consideration

7 VOTE

Select forms when using "New Appointment" link

When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...

Guest about 5 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Remove signature option for clients on progress notes

Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.

Guest over 1 year ago in Notes & Cases 1 Future consideration

4 VOTE

Drag and drop files from other sources into client's documents

When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.

Guest almost 3 years ago in Clients & Groups 2 Future consideration

7 VOTE

Show client note on payment alert

When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.

Guest about 5 years ago in Messaging & Notifications 0 Future consideration

8 VOTE

Document if the client owed amount has been sent to collections

Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.

Guest almost 6 years ago in Billing & Payments 4 Future consideration

5 VOTE

Add taxonomy codes at the staff level

Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.

Guest over 3 years ago in Practice Management & Administration 2 Future consideration

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